Pelham Smithers Associates Ltd - PSA Today 17 Apr: Profit taking / ASMLs Q1 / Fujifilms Vision 2030 / Nissan and gigacasting / The rise and rise of in-bound tourism / Sysmex, KHI, and their Medicaroid robot – Nikkei 225 -1.32% | ¥154.55

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 17 Apr: Profit taking / ASML's Q1 / Fujifilm's Vision 2030 / Nissan and gigacasting / The rise and rise of in-bound tourism / Sysmex, KHI, and their Medicaroid robot – Nikkei 225 -1.32% | ¥154.55

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Hiroyuki Terada and Nia Dokova
Tags: ASML (ASML NA), Lasertec (6920 JT), Resonac (4004 JT), Shin-Etsu Chemical (4063 JT), Hoya (7741 JT), Nvidia (NVDA US), Fanuc (6954 JT), Panasonic (6752 JT), Komatsu (6301 JT), Daikin (6367 JT), Sony (6758 JT), Fujifilm Holdings (4901 JT), Kawasaki Heavy (7012 JT), Mitsubishi Heavy (7011 JT), Oriental Land (4661 JT), Mitsubishi Chemical (4188 JT), Money Forward (3994 JT), Sansan (4443 JT), Shift (3697 JT), TSMC (2330 TT), Samsung Electronics (005930 KS), Intel (INTC US), Tokyo Electron (8035 JT), Nissan Motor (7201 JT), LK Technology Holdings (558 HK), Tesla (TSLA US), Idra (pvt), Hyundai Motor (005380 KS), Ford Motor (F US), UBE Corp (4208 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Treasure Factory [TF] (3093 JT), Kyoritsu Maintenance (9616 JT), Sanrio (8136 JT), Park24 (4666 JT), Sysmex (6869 JT)
Main Points
• Profit taking sees decliners outweigh advancers 6:1
• ASML Q1 bookings just €3.61bil
• Fujifilm Holdings announces its Vision 2030 plan
• Nissan to use gigacasting for EV manufacturing
• Inbound Tourism on the Rise
• Sysmex / KHI’s Medicaroid robot gets approval for respiratory surgery in Japan

17/04/2024 1 EN

Provider

Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

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Nia Dokova

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PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp Tags: Mitsubishi Electric (6503 JT), Komatsu (6301 JT), Hitachi (6501 JT), M3 (2413 JT), Oriental Land (4661 JT), NEC Corp (6701 JT), Socionext (6526 JT), Advantest (6857 JT), PeptiDream (4587 JT), Nitto Denko (6988 JT), JSR (4185 JT), Toyota (7203 JT), Nintendo (7974 JT), Kadokawa (9468), Koei Tecmo (3635 JT), Warner Bros. Discovery (WBD US) Sega Sammy (6460 JT), Sony (6758 JT), Sumitomo Chemical (4005 JT), Sumitomo Pharma (4506), Hitachi Construction Machinery (6305 JT), ExaWizards (4259 JT),...

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Hiroyuki Terada ... (+7)

Hiroyuki Terada
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The PSA Weekly Research Round up for the week to 26 April 2024

Weekly Comment Summary After two weeks of seasonal-related buying at the start of April, foreign investors turned net sellers in the third week. Has foreign investor enthusiasm for Japanese shares come to an end? And is the yen to blame? Pelham Smithers investigates. PSA Company Visits, Tours and Interviews • Visited: CUC (9158 JT) • Conference Call with: Insource (6200 JT) • Presentations at: CUC (9158 JT), Shin-Etsu Chemical (4063 JT), TDK (6762 JT), Asahi Kasei (3407 JT), Nitto Denko (6988 JT), Sekisui Chemical (4204 JT), HCM (6305 JT), Komatsu (6301 JT), Denso (6902 JT), Aisin (7259 JT)...

April 26, 2024 April 26, 2024 1 EN

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PSA Today 17 Apr: Profit taking / ASML's Q1 / Fujifilm's Vision 2030 / Nissan and gigacasting / The rise and rise of in-bound tourism / Sysmex, KHI, and their Medicaroid robot – Nikkei 225 -1.32% | ¥154.55

PSA Health Care Equipment: Olympus (7733 JT) - FY24 Test on Clean Up Operations

PSA Today 30 Apr: Shares rise / Underwhelming macro / Video game round-up / Sumitomo Chem strategy flops / Komatsu's rare buyback / ExaWizards and Family Mart / MARI announces Q2 and Holds Meeting - Nikkei 225 +1.24%

The PSA Weekly Research Round up for the week to 26 April 2024

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